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Agenda - 12-04-1995 - VIII-F
ORANGE C O U N T Y BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: December 4, 1995 Action Agenda Item # _vim_F SUBJECT: TUPELO RIDGE, PHASE TWO - PRELIMINARY PLAN ACTION BY: January 18, 1996 DEPARTMENT:PLANNING & INSPECTIONS PUBLIC HEARING: Yes X No ATTACHMENT(S) : INFORMATION CONTACT: Emily Cameron Resolution of Approval Extension 2580 Application Vicinity Map Preliminary Plan Fiscal Impact Analysis 11/20/95 Draft Planning TELEPHONE NUMBERS: Board Munites Hillsborough - 732-8181 Durham - 688-7331 Mebane - 227-2031 Chapel Hill - 967-9251/968-4501 PURPOSE: Consideration of the Preliminary Plan for Phase Two of Tupelo Ridge Subdivision. BACKGROUND: The property is located in western Chapel Hill Township on the east side of Union Grove Church Road (SR 1111) south of Albert Road (SR 1179) . The tract is divided between Orange County's jurisdiction (30%) and the Town of Carrboro's Transition Area (70%) . The Orange County portion is zoned Rural Buffer and University Lake Protected Watershed. The Joint Planning Area Land Use Plan designation is Rural Residential and Carrboro Transition Area II. Phase One is adjacent to the north of Phase Two and was approved in 1994 with twelve ( 12) lots on a public road. Adjacent land uses are residential and undeveloped. The tract includes a high-pressure natural gas pipeline within a 50-foot easement. There is also a 30-foot Piedmont Electric Membership Corporation easement adjacent to Union Grove Church Road in addition to a 100-foot Piedmont EMC right-of- way adjacent to the northern boundary of Phase Two. Steeper slopes are located along the northern portion of lot 13 and approach 13.6 percent. No traffic count information is available for Union Grove Church Road. 2 The total acreage of Phase Two is 40.84 acres. Approximately 12.62 acres are in Orange County's jurisdiction and the University Lake Watershed. A total of twelve (12) new residential lots are proposed in Phase Two, two (2) of which will be located in the Rural Buffer. On lot 24, the house location and the septic system will be in Carrboro's jurisdiction. During Phase One, the Planning Staff reached agreement with the Town of Carrboro's Planning and Zoning Department regarding implementation of Tupelo Ridge. Zoning and building permits on lot 24 may be issued by Carrboro, based on the proposed house site as indicated on the Preliminary Plat. Because the road construction standards required by the Town of Carrboro are different from those of the NC Department of Transportation, the developer must build the road prior to Final Plat approval or post separate financial guarantees with the Town and the County for the portion of the road in each jurisdiction. The Preliminary Plan for Tupelo Ridge Phase Two was presented to the Planning Board on November 20. The Planning Board voted unanimously to recommend approval with a public road built to State standards and subject to the conditions contained in the attached Resolution of Approval. RECOMMENDATION: The Administration recommends approval of the Resolution for the Preliminary Plan for Tupelo Ridge Subdivision, Phase Two, as per the Planning Board recommendation. 3 RESOLUTION OF THE ORANGE COUNTY BOARD OF COUNTY COM MSSIONERS Date December 4. 1995 Name of Subdivision Tupelo Ridge - Phase Two Owner/Applicant Union Grove Development Corporation The Board of County Commissioners hereby approves Tupelo Ridge Subdivision, Phase Two preliminary plat, dated April 30, 1995 and containing two (2) lots (in Orange County's planning jurisdiction), subject to the fulfillment of requirements specified herein. All roads shall be irrevocably dedicated to the general public and be constructed to standards of the North Carolina Department of Transportation. The approval of this resolution authorizes and directs the Orange County Manager to accept for Orange County and on behalf of the public generally, the offer of dedication of Leasar Court. This acceptance by Orange County of the dedication to the general public of Leasar Court shall be without maintenance responsibility. These roads shall be maintained by the owner/applicant until such time as they are accepted for maintenance by the North Carolina Department of Transportation or some other governmental body. Before the Final Plat of Tupelo Ridge, Phase Two can be recorded: A. Sewage Disposal 1. Each residential lot shall contain an adequate area for septic disposal, and repair area, approved by the Orange County Division of Environmental Health. - - 2. Disclosure that the septic system location may restrict the size and location of improvements. This disclosure shall be included in a document describing development restrictions to be recorded concurrently with the Final Plat. The document shall also disclose that information regarding the tentative location of septic systems is available from the Orange County Health Department, Division of Environmental Health. 3. The lot designated as open space is of restricted development potential because no site has been identified to accommodate a septic system and the lot is reserved for permanent open space. The restricted lot shall be identified in a document describing development restrictions and requirements to be prepared by Planning Staff and recorded concurrently with the Final Plat. 4 B. Roads and Access 1. Leasar Court shall be constructed to standards of the North Carolina Department of Transportation, within a 50-foot right-of-way, and the construction shall be inspected and approved by NCDOT. OR A letter of credit, escrow agreement, or bond shall be submitted to secure 3 construction of Leasar Court to the standards of the North Carolina Department of Transportation. An estimate of the construction cost must be prepared by a certified/licensed engineer or grading contractor and submitted to the Planning and Inspections Department. The financial guarantee must reflect 110% of that estimate and be issued by an accredited financial institution licensed to do business in North Carolina. The document describing development restrictions to be recorded with the Final Plat shall state that the financial guarantee will not be released until the road construction has been inspected and approved by NCDOT. 2. An erosion control plan for construction of the road shall be submitted by the applicant for review and approval by the Orange County Erosion Control Division. 3. All lots shall access onto Leasar Court. This restriction shall be stated in a document describing development restrictions and requirements to be prepared by Planning Staff and recorded concurrently with the Final Plat. 4. An approved street name sign shall be erected at the intersection of streets as required in Section IV-B-3-c-12 of the Orange County Subdivision Regulations. Evidence shall be submitted by the applicant that the sign is in place or a copy of the receipt for purchase of the sign shall be submitted to the Planning Department. C. Land Use Buffers and Landscaping 1. Landscaping shall be preserved as indicated on the approved landscape plan, and must be inspected and approved by the Planning and Inspections Department. 2. Provisions for protection of existing trees as shown on the approved landscape plan shall be included in a document describing development restrictions and requirements to be prepared by Planning Staff and recorded concurrently with the Final Plat. 3. A Type D Land Use Buffer shall be provided on the north side of lot 13 adjacent to the Piedmont Electric Membership Corporation right-of-way.. The buffer shall be 50 feet in width and provide sufficient vegetation to meet the a t, 5 standards of Section IV-B-8-e of the Subdivision Regulations. Said buffer shall be so noted on the plat, and described in a document describing development restrictions and requirements to be prepared by Planning Staff and recorded concurrently with the Final Plat. D. Drainage 1. Impervious surface data, as pursuant to Article 6.23.3 of the Zoning Ordinance shall be included in a document describing development restrictions and requirements to be prepared by Planning Staff and recorded concurrently with the Final Plat. 2. Locate additional drainage easements as required following review and approval of the Erosion Control Plan. E. Parkland 1. Cash in the amount of$204 (2/35 acre x $3570/acre) shall be paid to Orange County as payment in lieu of parkland dedication. 2. The entirety of the open space to be shown on the Final Plat shall be irrevocably dedicated to the homeowners association for recreation/open space use by residents of the subdivision. F. Miscellaneous 1. The following easements shall be shown on the plat: a. 100-foot Piedmont EMC right-of-way; b. 30-foot Piedmont EMC right-of-way; and C. 50-foot Public Service Gas Company right-of-way. 2. A setback of 40 feet shall be maintained as measured from the edge of right-of-way of Leasar Court and Union Grove Church Road. Side yards shall be a minimum of 20 feet, and rear yards a minimum of 20 feet except where the 50-foot Land Use Buffer applies. These setback requirements shall be stated on the plat, and in a document describing development restrictions and requirements to be prepared by Planning Staff and recorded concurrently with the Final Plat. 3. House and driveway locations shall be limited to the areas indicated on the Preliminary and Final Plats. 4. Revise covenants to include the open space as part of the common area to be maintained by the Homeowners Association. 6 G. Certifications 1. A Certificate of Survey and Accuracy signed by a registered Land Surveyor shall be notarized on the face of the Final Plat. 2. A Certificate of Declaration and Maintenance in the form provided in Section V-D-6-b of the Orange County Subdivision Regulations signed by the landowner and developer shall be on the face of the plat and included in a document describing development restrictions to be recorded concurrently with the Final Plat. 3. The Division of Environmental Health shall certify that each lot contains a suitable area for septic disposal. 4. The North Carolina Department of Transportation shall certify that Leasar Court has been constructed to State standards or that construction plans have been approved. 5. A Certificate of Approval signed by the Orange County Planning and Inspections Department. Signature of Applicant Clerk to the Board accept the above listed conditions of subdivision approval, and acknowledge that each must be met prior to recordation of the final plat. Applicant Date J _ APPLICATIO► FOR PRELIMINARY PLA(f - APPROVAL MAJOR SUBDIVISION 8,93 7 ORANGE COUNTY DATE: D AS- PLEASE TYPE OR PRINT (INK ONLY) SUBDIVISION NAME: LOCATION: y 14 ION e'.H y PZC f4 OWNER/DEVELOPER: ol�4 1 o J1 eis IZo yAS7 ticu Lo pM - -F C'o I?p . L-S - YKedlN 14LjG6)rIS_) ADDRESS: O STDPH ]?, ? . TELEPHONE NO.: Rj¢Z-�oSS7 c--HAP /LLO ac- 7-7574 AGENT/CONTACT: TELEPHONE NO.: A. SUMMARY INFORMATION: Orange County Tex Map ZZ Block Lots) 4:4 Township G H APE&, NIL(— Zoning District(s): 4,e Total Number of Acres: 1 -4 O•C• Phases: Total Number of Lots: /Z-_ Average Lot Size: '3, )�— Minimum Lot Size- Number/Type of Structures: (existing) 14.149wl� (proposed) d5/AIf.LG- Lineal Feet in Streets: 1 FQ,-91 Acres in Open Space: _j_ , Water Supply: Public (specify) Community Individual Wastewater Disposal: Public (specify) Community Individual School District: Fire District: beA14 E �P1Jtl General Land Uses in Area: A i . /Tiji2,4 L Critical Areas: streamidrainagew5ys flood prone areas watershed (specify) historic sites other (explain) is the property to be subdivided currently under "farm use value taxation'? Yes_ Nozf "yes", please contact the Orange County Tax Office. Subdivision of the property may require payment of deferred taxes under "farm use value taxation". S. All plats must be submitted on sheet no smaller than one inch equals two-hundred feet (1"=200') and no larger then one inch equals twenty feet 0 20') and must contain the following'information: subdivision name zoning of tract and adjacent. _ name &address of owner(s) properties name & address of subdivider building setback lines by notation —-- (if other than owner) or typical lot layout name of surveyor, engineer, _� location and width of existing and o landscape architect or architect, proposed easements (drainage, address, registration #and seal utilities, roads, etc.) CU (titlel Preliminary Plan an existing, proposed and adjoining v ce, north arrow rights-of-way including dimensions ' date (including revision dates) and street names and state road E -11 township, tax map-block-lot numbers. Lineal feet of road 4J 44 references centerlines and approximate -H ° Parent Parcel Identification # acreage of new street rights-of- deed book and page 8 of property way a) to be subdivided '=+"' existing and proposed utilities, F-q m boundary described with bearings including type, sizes, hydrants, G and distances valves, manholes m total acreage of the tract and - existing and proposed curbs, Y acreage of lots, including and gutters and culverts, including v o excluding area within rights-of- sizes and grades way location and width of alleys, Cn control corner sidewalks, bike lanes, transit systems, and bus stops (please complete reverse side) proposed lot line nth dimensions tyl street cross-sections and lot & block numbers intersection details including phasing lines 15, design and width of travelway and 8 topography at 4**foot (1-0) shoulders C intervals horizontal alignment and general C) water bodies, streams, floodway curve data (public roads) and floodplains centerline radius on all proposed stream buffers streets location and size of parcels permanent features such as 0 U dedicated for public use, buildings, cemeteries, historic E 4 (V 14.4 recreational use or reserved in landmarks 4J • 4 0 common, with purpose noted adjoining lot layout names of -0 " impervious surface data (if located adjoining property owners. If a) 0 in water supply watershed) subdivided, subdivision plat name, 4J 4-4 vicinity map showing general plat book & page number, and E a) location of subdivision with streets perimeter lot numbers. 0 cc and roads identified by State road location and size of lots of U o number and name restricted development potential CD landscaping and buffer and notation on plat regarding Q) cc requirements same U -C CAI C township, corporate and extra- stormwater detention and/or territorial planning jurisdiction lines retention sites and undisturbed which cross the property areas for infiltration purposes (if located in water supply watershed) C. OTHER SUBMITTAL REQUIREMENTS 1. Twenty-five (25) copies of the preliminary plat. 2. One full size copy of an Orange County Tax map (with tax parcels involved clearly marked in pencil). 3. Where municipal or OWASA sewer is not available, a copy of the Preliminary Plat indicating Health Department soils analysis approval/denial for each lot shown thereon. 4. Where a private road is proposed a written statement by the applicant or his/her authorized representative which sets forth the justification for a private road (see Section IV-8-3-d-1 of the Orange County Subdivision Regulations). 5. Auxiliary documents, in draft form, prepared in accordance with Section VL of.this Ordinance which assure completion and/or maintenance of improvements required by this Ordinance. Such documents may include, but not be limited to, a private road maintenance aCm--mant, and articles of incorporation and restrictive covenants pertaining to a homeowner's association. These documents may be required as necessary as evidence that the ordinance requirements are being met. 6. Fee - $350.00 plus $5.00 per lot (11 fee for proliminary and final plat). 7. If the subdivision contains 10 lots or more the following information shall be submitted with the application: a. Number of years to buildout. b. Number of houses to be built during each year to buildout. C. Average price of houses including lots for each year to buildout. 1, the applicant, hereby certify that the foregoing application is complete and accurate. (IA✓IOAO Qj e00 V_L0 e—e"14 I— QO oe APPLICANT'S SIGNATURE ffiffE. 7 OWNER'S Sl@% E DATE DATE FEES: Amount 3("o • 0 0 Date Paid 95- Receipt # 96501 O -- - • LO � sis N an K w • aarG� ( aas 1 N afar r:c r•aG ' ••t K � g •^ Z7 RDZT Saw O �� gaa•c 1 bo M 1 �t•J �L l»K i / �� i rat \ � •ea K , � ; w Ow , i \ wi.C. 1, I 1 M a! rr �� aofue.CAL , �• . ., arc P((ASL .� � � •s TWO 20 I Was 4WT4 AC not ?i(ASe! TWO T"UPF_: L_O 0- 1DG F_ - 4 o ... Ac ZDXI IA 4-'RURAL BUFFfi2/ FinarmCTE D WATVJL 5i{L'v IL/ UWVE251TY LAKE WdTL•ICS9W APPLICAAIT: j.KivvjAj µU4QWSFOtt "rArgsJR. AMP I?AC j' Qata. s w �aa, 1 0 1 1 1 0 - 1 1 72:aC 1 •Or / ® Ma MIS 1 rarea#I,aaaale �♦ IOt•C 1 aa�tLOL.Ga. ♦ IaKL 1 toi, ON 1 Z i 1 • Cry„ — ...,— • Ow t , a.•t O w� on ,~ • •� • &C N7►.0 a" — rn • SAWS © .• , OA► L 1�„_K' fMK T �• • © _ '� yr + a >4 ,,,,, nr • • r � ae!t•e 1t — � t.l•.e qMK ♦ • •�� ~ '•• '. iii/i _ __ 1 • is o as tau •� •••• • f Nrs OaC �• `/ Al rtlM•a TM � • w � .arf• • � I! I • • • .,•• • 1 t• ,• on ear. O r t' I• I• I�, '�Ir• I O ♦ �,,� sae• r +•{ 1j t,• am I ` It A K �• �1 . � , � I,• 1•, i 10 FISCAL IMPACT ANALYSIS FOR TUPELO RIDGE SUBDIVISION, PHASE 11 RESIDENTIAL SERVICE STANDARD APPROACH Prepared by The Orange County Planning Department November, 1995 PROJECT DESCRIPTION Tupelo Ridge Subdivision, Phase II, is a proposed 12-lot subdivision located in Chapel Hill Township on the east side of Union Grove Church Road. Two of the proposed lots are in the County's Planning Jurisdiction. The remaining 10 lots are in the Carrboro Transition Area. The current zoning is RB -Rural Buffer and is in the University Lake Protected Watershed. Approximately 1.6 acres of open space at the entrance of the subdivision are proposed to be owned and maintained by a homeowners association. The average lot size is approximately 3.4 acres.All lots will be served by individual wells and septic systems, and a new public road. For Phase II of Tupelo Ridge, project build-out is estimated at three years. Housing units will be constructed, beginning in 1996, with completion of the project scheduled by 1999. Units will consist of detached single-family homes,and the applicant estimates the average sales price to be$300,000 per year, including the lot. A separate fiscal impact analysis was prepared in 1994 for Phase I of Tupelo Ridge, which also contained twelve lots. METHODOLOGY Fiscal impact analysis is a projection of the direct, current, public costs and revenues associated with residential and non residential growth in the jurisdiction in which the growth is taking place. Fiscal impact analysis considers only direct impact in that it projects only the primary costs that will be incurred and the immediate revenues that will be generated. It calculates the financial effect of a planned development or new subdivision by considering the current costs and revenues such a development would generate if it were completed and occupied today.Fiscal impact analysis does not consider the private costs of public action. It is concerned only with public (governmental) costs and revenues. The method used in preparing the fiscal impact analysis is the Service Standard Approach. While only gross expenditures by service category are derived from the Per Capita Method,the Service Standard method determines the total number of additional employees by service function that will be required as a result of growth. This method employs average county government costs per person, average school costs per pupil, an employee to population ratio, and average operating expenses per employee for each service category and school district. The number of new employees are projected and multiplied times the average operating expenses(includes personnel,operating and capital costs)per employee. These average costs are then weighed against per capita and per pupil revenues to project the total net fiscal impact of the development. 11 TABLE OF CONTENTS SERVICE STANDARD APPROACH PROJECT FISCAL IMPACT ANALYSIS Section 1 - Project Data Project Name, Township, School District Beginning Year, Ending Year, Inflation Characteristics of Households Construction Schedule/Cost Data Section 2 - Local Government and School District Data Budget Year Per Capita Revenues Per Capita Expenditures Per Student Expenditures School District Per Employee Expenditures Employees Per 1000 Population County Per Employee Expenditure ` Other Data Other Model Constants School District Data Section 3 - Demographic Projections Based On Project Data Total Housing Total Population School Children Additional County Employees Total School District Additional Employees Section 4 - Projected Net Fiscal Impact on County Tax Base Revenues Expenditures Net Fiscal Impact Section 5 - Projected Net Fiscal Impact on School District Revenues Expenditures Net Fiscal Impact Section 6 - Summary of Projected Impacts Additional Housing Additional Population Additional School Children Tax Base County Government Balance School District Balance Total Net Fiscal Impact 1 12 :j i EXPLANATION OF TERMS AND DATA SOURCES SECTION 1 - PROJECT DATA Project data includes information about the specific development project. Much, if not all, of the information is supplied by the applicant. Data inputs include: Project Name: Name of the project. Township: Township in which the project is located. School District: School district in which the project is located. Beginning Year: The first year of the project in which dwelling units are completed and occupied. Ending Year- The last year in which dwelling units are completed and occupied. The template is set to calculate fiscal impacts for a ten-year period. Inflation Rate: Unless an inflation rate is entered, the template will calculate fiscal impacts based on constant dollars. Since the inflation rate changes frequently, the Finance Department must be contacted for the most recent figure. Persons/Household:The estimated average number of persons/household(dwelling unit) based on 1990 Census data for the township in which the project is located.This information is supplied by the Planning Department and will be updated as necessary using population projections and building permit data Children/Household: The estimated average number of school age children/household (dwelling unit) based on 1990 Census data for the township in which the project is located. This information is supplied by the Planning Department and will be updated as necessary using school membership data %Non-Elderly:N.C.General Statutes permit an$11,000 exemption to the elderly and disabled who meet certain income criteria. In the event that elderly units are part of the project, the percentage of eligible non-elderly units is entered. The tax base will automatically be adjusted to reflect the exemption. Number of Homes: The number of dwelling units to be constructed in the project in each year. Average Sales Price:The average sales price of all dwelling units based on the number and sales price of dwelling unit types to be constructed in each year. 13 SECTION 2 - LOCAL GOVERNMENT AND SCHOOL DISTRICT DATA Local government data includes information regarding expenditures required to provide County services and revenues received based on the approved Orange County budget for the fiscal year in which the project is considered for approval.All information derived from the approved budget remains constant throughout a fiscal year (July-June) and is changed only with the approval of a new budget. Local government revenue and expenditure information is compiled on a per capita (per person) basis.Per capita figures are derived by dividing the total expenditures for a particular service function or revenue source by the estimated population of Orange County for the year in which the project is considered for approval. Populations estimates are prepared by the Planning Department. Data inputs include the following: Budget Year: The current fiscal year; i.e., 1994-95. Per Capita Revenues: The sources of revenue by major category are as follows: Taws-Other Than Property:Revenues from taxes other than property taxes include those from sales and use taxes, franchise taxes, and animal taxes. Intergovernmental Aid: Revenues from this source, in the form of categorical aid or shared-tax revenues, are provided through State and federal assistance programs. Service Charges: Service (or user) charges support numerous functions and are charged to those who voluntarily receive governmental services or use governmental facilities. Miscellaneous: Miscellaneous revenues include interest earnings on investments,proceeds from license and permit fees, and all other revenues. Per Capita Expenditures: Expenditures by major category are as follows: General Government: Services related to the legislative, administrative, financial, and legal functions of government. Public Safety: Law enforcement services and emergency medical services. Public Works: Efforts related to the maintenance of County-owned property and the provision of sanitation (solid waste disposal) services. Human Services: Departments responsible for the provision of health, social, and recreation-related services. Education: Orange County supports two school units, the Orange County school system and the Chapel Hill\Carrboro school system. This category includes appropriations made to the designated school system for Recurring Capital items. Recurring Capital funds are used for general maintenance,purchase of new equipment/furnishings and vehicle maintenance. Non-Departmental: Contributions to agencies providing cultural and social services outside the formal structure of county government. Other expenditures include equipment replacement and contingency funds. Although there are no employees generated by this category, it has been included as an operating expenditure. It will be included in Section 4,"Total Annual County Expenditure." These expenditures will be calculated on a per capita basis as opposed to a per employee basis. 14 ,i Per Student Expenditures:Information regarding expenditures required to provide educational services and revenues received are based on the approved school system budgets for the fiscal year in which the project is considered for approval. All information derived from the approved budgets remains constant throughout a fiscal year (July-June) and is changed only with the approval of new budgets. Expenditure information is compiled on a per student basis for County Government Current Expense, School District and State appropriations. County Government Current Expense funds are used for general operation purposes including Instruction and Support Services. Federal revenues and expenditures and other local revenues such as Fund Balance have not been included since they are not directly growth related. Per student figures are derived by dividing the total appropriation for educational purposes from a particular source by the estimated number of students to be enrolled in the applicable school system for the year in which the project is considered for approval. Student enrollments are obtained from the approved school system budgets. County Government: Expenditures in this category are based on appropriations to the school systems by Orange County for Current Expense. The minimum level of per student appropriation is determined by the State Board of Education. School District:Expenditures in this category are unique to the Chapel Hill-Carrboro school system and are based on the level of expenditures possible through assessment of a supplementary school tax. State: Expenditures in this category are based on appropriations from the State Board of Education. School District Per Employee Expenditure: Expenditures per employee based on County, School District and State appropriations, and the total number of school district employees. Employees Per 1000 Population:The number of employees in a particular service category per 1000 population. County Per Employee Expenditure: The average operating and capital expenses per employee in a particular service category. Total expenses in each category includes personnel,operating and capital costs. Other Data: County Government Tax Rate: The County tax rate per $100 of assessed valuation. Since the per capita method focuses only on operating expenditures, the tax rate is reduced by an amount equal to the debt service payments from property taxes for capital projects. School District Tax Rate:The supplementary tax assessed on behalf of the Chapel Hill-Carrboro school system. Assessment Ratio:The ratio of market(sales) value to assessed value based on information supplied by the Tax Office. The assessment ratio is used to convert market value to assessed value for the purpose of computing the tax base. Other Model Constants Elderly Exemption:For projects developed partially or exclusively for elderly(65 and older) or disabled individuals whose annual income does not exceed$12,000,an$11,000 tax exemption is used in projecting the tax base. School District Employees Per Student: The number of employees per student in a specific school district. M f� 15 i SECTION 3 - DEMOGRAPHIC PROJECTIONS BASED ON PROJECT DATA Demographic projections provide information about the number of new residents and school children anticipated in Orange County resulting from project development.Projections also provide the number of additional employees required per service function and school district as a result of the new development. Total Housing Units: The cumulative total of new housing units added each year by project development. Total Population: The total population added each year by a project derived by multiplying the number of homes to be constructed by the number of persons per household (see Section 1). School Population: The total number of school children added each year by a project derived by multiplying the number of homes constructed by the number of children per household (see Section 1). Additional County Employees: The number of additional employees required per service category based on project development. Total: Total of all additional county employees required based on project development. School District Additional Employees: The number of additional employees required per school district based on the project development. SECTION 4 - PROJECTED NET FISCAL IMPACT ON COUNTY Tag Base: The tax base represents the increase in assessed property value expected each year resulting from project development.The values shown are in$1,000's and are derived from a formula which includes the number and sales price of homes, and the assessment ratio. Where applicable, the percentage of non-elderly units and elderly exemption are also used. Revenues:All revenues are derived from a formula which multiplies the per capita revenues (Section 2) times the projected population(Section 3). The exception to this is the property tax which multiplies the tax base times the county government tax rate. Expenditures: All expenditures are derived from a formula which multiplies the per employee expenditure (Section 2) times the number of additional employees (Section 3). Net Fiscal Impact: The net balance is the difference between projected expenditures and projected revenues. A negative net balance indicates that it costs Orange County more to provide services to a project than it receives in revenues.A positive net balance indicates that more revenues are received than it costs to serve a project. Positive net balances in one project may thus be used to offset negative balances in another. 16 SECTION 5 - PROJECTED NET FISCAL IMPACT ON SCHOOL DISTRICT Revenues: The County contribution is derived by transferring education expenditures by County government(Section 4).Revenues derived from the school district tax are derived by multiplying the school district tax times the tax base. State revenues are derived by multiplying the per student expenditure figure times the total projected number of school children (Section 3). Expenditures: Expenditures are derived from a formula which multiplies each per student expenditure (Section 2) times the total projected number of school children (Section 3) and adding the results. Net Fiscal Impact: The net balance is the difference between projected expenditures and projected revenues. A negative net balance indicates that it costs the school system more to provide educational services for children in a project than it receives in revenues.A positive net balance indicates that more revenues are received than it costs to serve a project. Positive net balances in one project may thus be used to offset negative balances in another. SECTION 6 - SUMMARY OF PROJECTED IMPACTS SECTION 7 - SUMMARY OF PROJECTED PUBLIC SCHOOL CAPACITY IMPACTS fr 17 ' RESIDENTIALFISCAL IMPACT TEMPLATE: SERVICE STANDARD METHOL Bureau of Economic& Business Research — University of Florida Modified 3/15/95 — Orange County,NC Planning Department SECTION 1 - PROJECT DATA: ENTER THE FOLLOWING DATA FOR EACH PROJECT: PROJECT: Tupelo Ridge Phase II TOWNSHIP: Chapel Hill F CONSTRUCTION PERIOD: t Beginning Year:: 1996 Ending Year: 1998 Inflation Rate:: 2.90% CHARACTERISTICS OF HOUSEHOLDS: Persons/House: 2.22 Children/House: 0.29 %a Non-Elderly: lOQ 00% HOME SALES DATA: Average Distribution Number of Sales Price of Units Year Homes S by Year 1996 300000 `41.67% 1997 5 300000 41.67% 1998 2 : 300000::.:. .. 16.67°%a. 1999 0 0 0.00% 2000 0.00% 2001 0 0 0.00% 2002 0 . fl.... 0.00%d -::.. .. - 2003 0 0 0.000/0 2004 0. 0<:;:..`: 0.00°I 2005 0 0 0.00% SCHOOL DISTRICT DATA.--ENTER"1"IN( )BESIDE SCHOOL DISTRICT IN WHICH PROJECT IS TO BE LOCATED TO GENERATE STUDENT DISTRIBUTION BY SCHOOL TYPE. School District: School Attendance: Orange.County (. .. f}.�: Elementary School 48°10 Middle School 24% Chapel HRI-CarrbOrG :High School` 28% SCHOOL AGE CHILDREN/HOUSEHOLD: ENTER NUMBER OF UNITS BY HOUSING TYPE TO GENERATE NUMBER OF SCHOOL AGE CHILDREN. Children School Age Housing a Units Per House Children Single=Family 12 - ;... . fl:29_ _ 3 Duplex/Triplex/Quadplex 0 0 0 Apartment/Condominium. 0 0 0 Town House 0 0 0 Totals 12 0.29 3 18 SECTION 2 — LOCAL GOVERNMENT AND SCHOOL DISTRICT DATA BUDGET YEARN 1994-95 COUNTY POPULATION: 102894 SCHOOL DISTRICT STUDENT POPULATION: 7580 COUNTY EMPLOYMENT: POSITIONS PER CAPITA .General Government. 110.08 0.0011 Public Safety 138.75 0.0013 Public Works... 50.00 0.0005 Human Services 25338 0.0025 Education School District 936.41 0.0091 SCHOOL DISTRICT EMPLOYMENT: POSITIONS PER STUDENT Total 936.41 0.1235 COUN'T'Y PER CAPITA REVENUES S : REVENUES PER CAPITA Taxes-OtherThan Property 4387997 42.65 Intergovernmental 9053572 87.99 Service Charges .75491.:.:: 26.97. Miscellaneous 1089416 10.59 COUNTY PER CAPITA EXPENDITURES S : EXPENDITURES PER CAPITA `GeneralGovernment 653271EI 63:49 .... .. ....... . Public Safety 6350477 61.72 F 2B!9 26.63 Human Services 16618148 16151 Education(Recurrutig Capital : : : ; 750000 s.,:` 7.29 Non—Departmental 2787882 27.09 COUNTY PER EMPLOYEE EXPENDITURE S): EXPENDITURES PER EMPLOYEE General Government 65327_IQ :. 5934751 Public Safety 6350477 4576920 Public Works:. 2734666 5479332 Human Services 16618148 65587.17 Education Recutrin Ca 'taI 750000' -::. 80093 SCHOOL DISTRICT PER STUDENT EXPENDITURES S : EXPENDITURES PER STUDENT County Government::: 10998.58Q 1451.00 School District 4653911 61397 State 22856567 301538 SCHOOL DISTRICT PER EMPLOYEE EXPENDITURES S): EXPENDITURES PER EMPLOYEE County Government 14998580 11745.47 School District 4653911 4969.95 State: 22856567. 24408.72 TAX DATA: ENTER APPLICABLE ASSESSMENT RATIO AND ELDERLY EXEMPTION: County Tax Rate ($) _. 0.7460. ..Per$100 Assessed:Valuation School District Tax Rate ($) 0.1544 Per$100 Assessed Valuation Assessment Ratio 100.00 Elderly Exemption 0 $11,000 Where Applicable SECTION 3 - DEMOGRAPHIC PROJECTIONS BASED ON PROJECT DATA 19. YEAR 1996 1997 1998 1999 2000 HOUSING UNITS 5- 10 12 12 12 POPULATION 11 22 27 27 27 ! SCHOOL CHILDREN Elementary 1 1 2 2 2 Middle 0 1 1 1 1 High School a:_ TOTAL 3 3 3 COUNTY GOVERNMENT ADDITIONAL EMPLOYEES General Government fl.Q 0.0 0.0: 0.0 .. 0.0 Public Safety 0.0. 0.0 0.0. 0.0 0.0 Public Works 0:0: 0.0 0.0.. 0.0 0.0 Human Services 0:f1 0.1 fla 0.1 0.1. TOTAL 0.1:. 0.1 0.1 0.1 0.1: SCHOOL DISTRICT 0* 0.2.. 0.2 .0-2* ADDITIONAL EMPLOYEES : YEAR 2001 : 2002 , .:`':.: :..;::;2003: 2004 2006 HOUSING UNITS 12: 12 12 12: POPULATION '27:: 27 < :: .:.'. ;27. 27 27 SCHOOL CHILDREN -.: .......... Elementary 2..: 2 2 Middle High School 1 1 1 1 TOTAL 3 3 3 3 COUNTY GOVERNMENT ADDITIONAL EMPLOYEES General Government 0:0 0.0 0:0 0.0 : .0 0 Public Safety 0 0.0 DA 0.0 Q.O. Public Works 0.0: 0.0 0.0 0.0 0.0' Human Services 0:1 0.1 0:1: 0.1 0.1. TOTAL p:1 0.1 0.1 . 0.1 0:.1 SCHOOL DISTRICT - 0:2 0.2 02 0.2 0:2 ADDITIONAL EMPLOYEES �^ SECTION 4 — PROJECTED FISCAL IMPACT OF PROJECT ON COUNTY GOVERNMENT 20 ' YEAR 1996 1997 1998 1999 2000 .j TAX BASE($1000) 1500 3044 3732 3840 3951 + REVENUES(S) Property Tax 11190 22705 27839 28646 29477 Other Taxes 473 974 1203 1238 1274 Intergovernmental 977 2010 2482 2554 2628 ;± Service Charges 299 616 761 783 806 Miscellaneous 118. 242 299 307 316 TOTAL (S) 13057 26547 32583: 33528 34501 EXPENDITURES ($) General Government 705 1450 1791 1843 : 1896 Public Safety 685 1410 1741 1791 1843 Public Works 295. 608 ... 751 773 795 Human Services 1793 3689 -.: 4556 4688 4824 Education 2185 4496 5552 5713 ... 5879 Non—Departmental 301 619 764 786 . $09 TOTAL ($) 5964. 12273 15155 15595 16047 NET FISCAL IMPACTS ?093< 14273 : 17428 17934 18454 YEAR 2001::: 2002 2003: 2004 TAX BASE($1000) 4066.: 4184 :<: 4305:. 4430 4558 REVENUES(S) Property Tax :;30332. 31211 ::32117 33048 . 34006 Other Taxes 131.1 1349 :: :1388: 1428 1469 Intergovernmental 2704 2783 2863 2946 :: 3032 Service Charges . $29 853 ::. .. 878.: 903 :: 929 Miscellaneous ::::. 325 335 : :: :,345 355 :;: 365 TOTAL ($) 35501 36531 .. 37590 38680 39802 EXPENDITURES ($) General Government 1951 2008 2066 2126 2188 Public Safety 1897 1952 2008: 2067 2127 Public Works .818. 842 W.: 892 917 Human Services . 4964 5108 5256` 5408 5565 Education 6049. 6225 6405 6591 6782 Non—Departmental 833 857 882 907 934 TOTAL ($) 16512 16991 17484. 17991 18513 NET FISCAL IMPACT S 19989 19540 20106 20689 21289 r SECTION 5 - PROJECTED FISCAL IMPACT OF PROJECT ON SCHOOL DISTRICT 21 i ' YEAR 1996 1997 1998 1999 2000 -:1 t i REVENUES (S) County 2185 4496 5552 5713 5879 School District 2316 4699 5762 5929 6101 State 4372 8998 . 11111 11433 11765 TOTAL (S) 8873 18194 22425 23075 23745 ;1 EXPENDITURES(S) County 2185 4496 5552 5713 5879 School District 890_ 1832 2262 2328 2395 State 4372 8998 . .: 11111 11433 11765 TOTAL (S) ?447 15327 ` . 18926 19474 _ 20039 NET FISCAL IMPACT $) 1426 2867 .:_ 3499 3601 3705 YEAR . .2001. 2002 '... 2003 2004 >': : : `::...:: : 2005 REVENUES (S) County ::6049,:. 6225 6405 6591 6782 School District °6278 6460 664 : 6840 7038 State 12:106;: 12457 12818 13190 ; 13572 TOTAL ($) 24433: 25142 .`25871 26621 27393 EXPENDITURES($) County 6049 6225 6405: 6591 6782. -:.::. School District 2465: 2536 2610• 2686 2764 State v 12106.. 12457 ;: : 12818 13190 13572 TOTAL (S) 20620: 21218 ; !:.:::'21W4: 22467 . 23118 NET FISCAL IMPACTS 3813.: 3923 4037... 4154 4275. SECTION 6 — SUMMARY OF PROJECTED DEMOGRAPfliC/FISCALIMPACTS 22 YEAR 1996 1997 1998 1999 2000 HOUSING UNITS 5 10 12 12 12 POPULATION 11 22 27 27 27 SCHOOL CHILDREN Elementary 1 1 2 2 2 Middle 0 1 1 1 1 High School 0 1 1 1 1 TOTAL 1 3 3 3 3 COUNTY EMPLOYEES 0.1 0.1 0.1 0.1 0.1 SCHOOL EMPLOYEES 0.1 0.2 0.2 0.2 0.2 TAX BASE($1000) 1500 3044 3732 3840 3951 COUNTY BUDGET($) Revenues .13.057 26547 32583, 33528 34501 Expenditures 5964 12273 15155: 15595 16047 BALANCE 7093 14273 17428 17934 .18454 SCHOOL DISTRICT BUDGET($) ; Revenues :8873 18194 22425 23075 . ; 23745 Expenditures 7447 15327 18926 19474 20039 BALANCE 14% 2867 3493. 3601 3705 COMBINED BUDGETS($) Revenues 219301` 44741 55008 56604 58245 Expenditures 13411 27600 .... 34081. 35069 . 36086 BALANCE 8519 17140 ;':::20928 21535 22159 YEAR 1001: 2002 2003 2004 ..2005 HOUSING UNITS 12. 12 2 12 12 POPULATION 27 27 <:<: ::::<:>:::27; 27 .;:.... 27 SCHOOL CHILDREN Elementary 2: 2 ::.::Z; 2 2 Middle 1:. 1 1 : 1 1: High School TOTAL ". ': .3 3 3; 3 3 COUNTY EMPLOYEES 0.1 0.1 '. :O:Y` 0.1 0.1 SCHOOL EMPLOYEES 0.2 0.2 0:2`.: 0.2 0.2 TAX BASE($1000) 4066 4184 4305` 4430 .. 4558 COUNTY BUDGET(S) Revenues 35501 36531 .. 37590 38680 39802 Expenditures 16512 16991 174&x.: 17991 18513. BALANCE 18989. 19540 20106; 20689 21289 SCHOOL DISTRICT BUDGET(S) Revenues 24433 25142 258711 26621 27393 Expenditures 20620 21218 21834. 22467 23118 BALANCE 3813 3923 4037 4154 4275 COMBINED BUDGETS(S) Revenues 59934 61672 63461 65301 67195 Expenditures 37132 38209 39317, 40458 41631 BALANCE 22802 23463 24143 24844 25564 R' SECTION 7 - SUMMARY OF PROJECTED PUBLIC SCHOOL CAPACITY IMPACTS 23 SCHOOL DISTRICT DATA: ENTER"1"IN( )BESIDE SCHOOL DISTRICT IN WHICH PROJECT IS TO BE LOCATED TO GENERATE STUDENT DISTRIBUTION BY SCHOOL TYPE. School District: School Attendance: Orange County ( 1 ) Elementary School 50% Middle School 23% Chapel Hill—Carrboro 0 High School 27% YEAR 1996 1997 1998 1999 2000 SCHOOL CHILDREN Elementary 1 1 2: 2 2 Middle 0 High School 0 1 1 1 1 TOTAL 1 3 3 3 .3 YEAR 2001 2002 2003 2004 2005 SCHOOL CHILDREN Elementary 2 2 : 2 2 2 Middle High School 1 1 ;1 TOTAL °3 3 :. 3 3 3 SCHOOL CAPACITIES-ALL SCHOOLS CURRENT ENROLLMENT -ALL SCHOOLS Elementary: 2838 Elementary 2767 Middle 1232 Middle 1290 Hi School' 151.8 :<.Hi. School 1505 TOTAL 5588 TOTAL 5562 YEAR 1996 1997 1998 1999 2000 PROJECTED ENROLLMENT Elementary 2768: 2768 ;.`:::: : 2769 2769 : 2769' Middle 1290 1291 1291 1291 : 1291 High School 1505 1506 -1506: 1506 = 1506 TOTAL 5563..--_ _- -5565 5565 5565 .5565 YEAR 2001 2002 2003 2004 2005 PROJECTED ENROLLMENT Elementary 2769 2769 2769 2769 2769 Middle 1291' 1291 1291 1291 1291 High School 1506 1506 1506 1506 " 1506 TOTAL 5565 5565 5565 5565 5565 �u 24 t1�Z0 P1.-4AlAllAlC� 8o4�D HI,uVT�g b. Preliminary Plans ( 1) Tupelo Ridge - Phase II ( 12 Lots - Chapel Hill Township) Presentation by Emily Cameron. The property is located in western Chapel Hill Township on the east side of Union Grove Church Road (SR 1111) south of Albert Road (SR 1179) . The tract is divided between Orange County's jurisdiction (30%) and the Town of Carrboro's Transition Area (70%) . The Orange County portion is zoned Rural Buffer and University Lake Protected Watershed. The Joint Planning Area Land Use Plan designation is Rural Residential and Carrboro Transition Area II. Phase One is adjacent to the north of Phase Two and was approved in 1994 with twelve ( 12) lots on a public road. Adjacent land uses are residential and undeveloped. The tract includes a high- pressure natural gas pipeline within a 50-foot easement. There is also a 30-foot Piedmont Electric Membership Corporation easement adjacent to Union Grove Church Road in addition to a 100- foot Piedmont EMC right-of-way adjacent to the northern boundary of Phase Two. Steeper slopes are located along the northern portion of lot 13 and approach 13.6 percent. No traffic count information is available for Union Grove Church Road. The total acreage of Phase Two is 40.84 acres. Approximately 12.62 acres are in Orange County's jurisdiction and the University Lake Watershed. A total of twelve ( 12) new residential lots are proposed in Phase Two, two (2) of which will be located in the Rural Buffer. On lot 24, the house location and the septic system will be in Carrboro's jurisdiction. During Phase One, the Planning Staff reached agreement with the Town of Carrboro's Planning and Zoning Department regarding implementation of Tupelo Ridge. Zoning and building permits on lot 24 may be issued by Carrboro, based on the proposed house site as indicated on the Preliminary Plat. Because the road construction standards required by the Town of Carrboro are different from those of the NC Department of Transportation, the l� �J l�I L..J L U n 1, t 11/20 FL4AIAJIAIq BOARD IIWUT" 25 developer must build the road prior to Final Plat approval or post separate financial guarantees with the Town and the County for the portion of the road in each jurisdiction. The Planning Staff recommends approval of the Preliminary Plan for Tupelo Ridge Subdivision, Phase Two, with a public road built to State standards, and the conditions contained in the Resolution of Approval (an attachment to these minutes on pages ) . Brown asked for clarification of the underlying zoning in the University Lake Watershed. Cameron responded that in the University Lake Watershed a lot of record as of October 2, 1989, may have up to five (5) 2-acre lots and the rest must meet a 5-acre minimum lot size. Cameron noted that the watershed boundary is the jurisdictional line. Kevin Huggins, developer, stated that he wished the County could review the application for the entire tract. Brown asked if construction was currently taking place on the tract. Mr. Huggins responded that the roads are completed in Phase I and construction is taking place on seven of the twelve lots. Brown asked for a description of the property. Mr. Huggins responded that it is totally wooded. He continued that he purchased a total of 85 acres; a 40-acre tract, a 25-acre tract, and a 20-acre tract. The 40-acre tract has not been timbered in twenty to twenty-five years. The 20 and 25 -acre tracts were timbered 10-15 years ago. The adjacent lands are residential and undeveloped. MOTION: Howie moved approval as recommended by the Planning Staff with the Resolution of Approval. Seconded by Allison. VOTE: Unanimous. (2) University Manor - Phase I (60 Lots - Eno Township) Presentation by Mary Willis. (Due to the amount of information contained in the abstract, a complete copy of the ,abstract information is an attachment to these minutes on